Capital Point Financial Group

Neil Snider-Raymond James, situated in Sarasota, FL, is a distinguished financial services establishment that specializes in customized wealth management solutions, investment banking, asset management, and capital market offerings. Catering to a diverse clientele including individuals, businesses, and municipalities, they excel in delivering comprehensive financial planning, portfolio advisory services, meticulous investment research, and tailored support aligned with the unique objectives of each client. Drawing on extensive expertise, their mission revolves around guiding clients through intricate financial landscapes with a blend of thorough analysis and personalized care, prioritizing prudent risk management and fostering opportunities for financial growth, protection, and seamless transfer. Embodying a global presence while maintaining a community-centric ethos, Neil Snider-Raymond James is dedicated to providing attentive, purposeful, and objective-driven financial solutions. Their commitment to offering meaningful and relevant guidance underscores their approach to addressing the multifaceted needs of their clientele, ensuring a holistic and client-focused experience that is both insightful and beneficial. Generated using this brand's available information

Five Points Investment Advisors, LLC, based in Sarasota, Florida, is a registered investment advisory firm led by Principal Thomas A. Esposito, who has been an Investment Advisor Representative since November 2017. The firm manages over $56 million in assets for individual investors, corporations, and charitable foundations, offering a customized blend of investments including stocks, mutual funds, closed-end funds, and exchange-traded funds (ETFs). With a commitment to the fiduciary standard, Five Points Investment Advisors prioritizes the best interests of its clients, focusing on total return with an emphasis on income and capital appreciation. The firm operates on a fee-only basis and maintains strong accessibility for clients through regular face-to-face meetings and ongoing communication regarding market conditions and economic trends. Generated from the website